An advisor that never sleeps, or loses an application
My Sales Agent talks with every visitor on your website and WhatsApp, understands which financial or insurance product they're looking for, resolves questions about terms, and hands off to a solution for signing at just the right moment, with no waiting and no queues.
Every application without a timely response is a customer who signs up elsewhere
Traffic reaches your website at any hour, but hours pass between the interested party's question and the sales team's answer. In that time, they sign up with another institution.
Late responses
An interested party who asks at 10pm gets no answer until the next day, by which point they've already signed up elsewhere.
Unresolved questions
The interested party can't find the terms or the final rate for a product and abandons the application without saying why.
Zero prior qualification
Without an advisor present, no one distinguishes who is ready to sign up from who is just comparing options.
A sales solution built for financial services
Integrates into your website or WhatsApp like another advisor: listens to which product the interested party is looking for, resolves questions about terms with real information, and hands off to a solution to formalize.
Lead qualification
Distinguishes who is ready to sign up from who is just comparing, and prioritizes sales follow-up accordingly.
Product guidance
Explains which financial or insurance product fits the profile described by the interested party.
Resolving questions about terms
Guides them through to the application, resolving questions about installments, coverage, or requirements without leaving the conversation.
Your own channel, your own data
Runs on your website or WhatsApp: the conversation and the interested party's data stay within your ecosystem.
From inquiry to application, with no middlemen
The solution converses in real time and escalates to a human advisor only when the case requires signing or identity validation.
Connects with what you already use, with no friction
Lives within your own digital channel, connected to your product catalog and your sales team.
Website or WhatsApp
Connects to your product catalog and current terms to give real, up-to-date information.
My Sales Agent
Converses, guides, and pre-qualifies in natural language, following your institution's tone.
CRM and sales team
Sends qualified leads and the conversation history to the CRM or the right person on the team.
Human oversight available at every critical step: the solution guides and pre-qualifies, your team formalizes and validates.
Where the impact is most noticeable
Consumer credit lenders
A conversational advisor that supports the decision to apply for a product with no reliance on a call center.
Auto and home insurers
Guides on the right coverage based on the described profile before handing off to a solution.
Insurance brokerages
Pre-qualifies and prioritizes inbound leads before passing them to the sales team.
An insurer that was losing leads outside office hours
A real example of the kind of situation this solution solves.
45% of inquiries arrived after 8pm, with no one from the sales team available to resolve questions about coverage or installments, and most never reached out again.
Live chat only covered office hours. Outside that window, any question about terms or price translated into a lead lost to another institution.
My Sales Agent answers those same questions in seconds, at any hour, and hands off the interested party to an advisor as soon as they're ready to sign up.
The solution identifies the need, resolves the question about terms with real institution data, and collects initial details before the interested party cools off.
Add an AI advisor to your website or WhatsApp
We'll set up a demo with your own product catalog so you can see how it guides and pre-qualifies in real time.